Hillsdale Investment Management’s Energy Transfer Partners ET Stock Holding History

Hillsdale Investment Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-925	Closed	-$11.5K	–	586
2023 Q1	$11.5K	Hold	925	–	–	﹤0.01%	524
2022 Q4	$11K	Hold	925	–	–	﹤0.01%	525
2022 Q3	$10K	Hold	925	–	–	﹤0.01%	508
2022 Q2	$9K	Buy	+925	New	+$10.4K	﹤0.01%	507
2021 Q4	–	Sell	-2,550	Closed	-$24K	–	575
2021 Q3	$24K	Hold	2,550	–	–	﹤0.01%	515
2021 Q2	$27K	Buy	+2,550	New	+$24.4K	﹤0.01%	511
2018 Q4	–	Sell	-2,200	Closed	-$38K	–	600
2018 Q3	$38K	Buy	+2,200	New	+$39.1K	0.01%	309
2016 Q4	–	Sell	-2,900	Closed	-$49K	–	496
2016 Q3	$49K	Buy	+2,900	New	+$49K	0.01%	335
2015 Q2	–	Sell	-10,200	Closed	-$323K	–	524
2015 Q1	$323K	Buy	+10,200	New	+$302K	0.08%	270

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hillsdale Investment Management's ET Position: Q2 2023 in Review

Hillsdale Investment Management sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 925 shares — an estimated $11.5K sold.

Hillsdale Investment Management first reported a position in ET in Q1 2015 and held it in 9 quarters. The position peaked at $323K in Q1 2015. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

Hillsdale Investment Management reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
Hillsdale Investment Management sold 925 Energy Transfer Partners shares in Q2 2023, an estimated $11.5K.
Hillsdale Investment Management first reported a position in Energy Transfer Partners in Q1 2015 and held it in 9 quarters.
Hillsdale Investment Management's Energy Transfer Partners position peaked at $323K in Q1 2015.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.